File signed agreements, link them to purchases, bundle finance documents. Every one is ready to run, and you can adjust it in plain language.
File signed client agreements with their audit pages in client files.
Your final agreement folder holds the signed PDF and its audit certificate, and the owner gets links to both.
Add signing proof to executed client agreements.
Keep signed agreements ready for handoff, with signature certificates or audit trails beside them and a clear note when proof is missing.